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Concurrent Investment Advisors, LLC → UHS
Concurrent Investment Advisors, LLC UHS Position History
Universal Health Services, Inc. • Healthcare
Quarters held
8
Latest value
$151K
Q3 2026
Peak value
$912K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22K |
| Q4 2025 | $207K |
| Q1 2026 | $98K |
| Q1 2026 | $133K |
| Q2 2026 | $43K |
| Q2 2026 | $175K |
| Q3 2026 | $912K |
| Q3 2026 | $151K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $151K | 868 | — | — |
| Q3 2026 | $912K | 5.2K | — | — |
| Q2 2026 | $175K | 1.2K | — | — |
| Q2 2026 | $43K | 288 | — | — |
| Q1 2026 | $133K | 744 | — | — |
| Q1 2026 | $98K | 547 | — | — |
| Q4 2025 | $207K | 948 | — | — |
| Q4 2025 | $22K | 102 | — | — |